Civic Intelligence

Hitachi Vantara LLC Short Term Disability Benefit Plan

990 • Fiscal year 2020 • EIN 77-0275495

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileN/A

View Organization Page

2535 Augustine DriveSanta Clara, CA 95054

(408) 327-4074

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

14th percentile

-15%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

0.2%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$3,053,546

Down $537,034 (-15%) from 2019

Net Assets

Up

$2,784,001

Up $187,653 (+7.2%) from 2019

Liabilities

Down

$269,545

Down $724,687 (-73%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin63rd percentile

Revenue

Up

$1,599,163

Up $2,956 (+0.2%) from 2019

Expenses

Down

$1,411,510

Down $385,279 (-21%) from 2019

Net Income

Up

$187,653

Up $388,235 (+194%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,013,918Liabilities 2011: $119,388Net Assets 2011: $894,5302011Assets 2012: $1,085,493Liabilities 2012: $30,590Net Assets 2012: $1,054,9032012Assets 2013: $1,730,927Liabilities 2013: $30,813Net Assets 2013: $1,700,1142013Assets 2014: $2,498,056Liabilities 2014: $923,044Net Assets 2014: $1,575,0122014Assets 2015: $2,304,578Liabilities 2015: $482,861Net Assets 2015: $1,821,7172015Assets 2016: $2,461,725Liabilities 2016: $200,892Net Assets 2016: $2,260,8332016Assets 2017: $2,957,061Liabilities 2017: $124,782Net Assets 2017: $2,832,2792017Assets 2018: $3,077,199Liabilities 2018: $280,269Net Assets 2018: $2,796,9302018Assets 2019: $3,590,580Liabilities 2019: $994,232Net Assets 2019: $2,596,3482019Assets 2020: $3,053,546Liabilities 2020: $269,545Net Assets 2020: $2,784,0012020Assets 2021: $3,326,913Liabilities 2021: $181,189Net Assets 2021: $3,145,7242021Assets 2022: $3,496,426Liabilities 2022: $204,315Net Assets 2022: $3,292,1112022Assets 2023: $3,722,633Liabilities 2023: $274,174Net Assets 2023: $3,448,4592023Assets 2024: $4,222,085Liabilities 2024: $566,364Net Assets 2024: $3,655,7212024

Highlighted filing

2020

Assets$3,053,546
Liabilities$269,545
Net Assets$2,784,001
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $568,538Expenses 2011: $591,611Net Income 2011: -$23,0732011Revenue 2012: $650,523Expenses 2012: $490,150Net Income 2012: $160,3732012Revenue 2013: $751,158Expenses 2013: $105,947Net Income 2013: $645,2112013Revenue 2014: $767,129Expenses 2014: $559,337Net Income 2014: $207,7922014Revenue 2015: $873,098Expenses 2015: $626,393Net Income 2015: $246,7052015Revenue 2016: $954,091Expenses 2016: $514,975Net Income 2016: $439,1162016Revenue 2017: $1,114,027Expenses 2017: $542,581Net Income 2017: $571,4462017Revenue 2018: $1,311,699Expenses 2018: $1,347,048Net Income 2018: -$35,3492018Revenue 2019: $1,596,207Expenses 2019: $1,796,789Net Income 2019: -$200,5822019Revenue 2020: $1,599,163Expenses 2020: $1,411,510Net Income 2020: $187,6532020Revenue 2021: $1,222,677Expenses 2021: $860,954Net Income 2021: $361,7232021Revenue 2022: $1,072,800Expenses 2022: $926,413Net Income 2022: $146,3872022Revenue 2023: $1,262,879Expenses 2023: $1,106,531Net Income 2023: $156,3482023Revenue 2024: $1,330,247Expenses 2024: $1,122,985Net Income 2024: $207,2622024

Highlighted filing

2020

Revenue$1,599,163
Expenses$1,411,510
Net Income$187,653
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$1,599,163
Mission and Program Overview

Mission

The plan is a self-insured health and welfare plan adopted by the board of directors of hitachi data systems corporation effective may 1, 1989.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,596,348$2,784,001▲ $187,653
Savings and Temporary Cash Investments$3,331,648$2,580,686▼ $750,962
Accounts Receivable$258,932$297,830▲ $38,898
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,590,580$3,053,546▼ $537,034
Other Assets Total$0$175,030▲ $175,030
Liabilities
Accounts Payable and Accrued Expenses$533,142$197,058▼ $336,084
Other Liabilities$461,090$72,487▼ $388,603
Total Liabilities$994,232$269,545▼ $724,687
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,596,348$2,784,001▲ $187,653
Total Liabilities and Net Assets / Fund Balance$3,590,580$3,053,546▼ $537,034

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$175,030--
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Geordy HendersonVP of Finance, Tax & Globa
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,582,907
Investment Income
$16,256
Other Revenue
$0
Change in Net Assets
$187,653

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,599,163
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,599,163
Total Revenue per Form 990
$1,599,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,411,510
Total Functional Expenses$0$0$0$1,411,510

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,411,510
Total Expenses per Audited Statements$1,411,510
Total Expenses per Form 990$1,411,510
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Plan Sponsor$72,487
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“No meetings are held by the trust as it is a self-insured health and welfare plan.”

Form 990, Part VI, Section A, Line 8B

“No meetings are held by the trust as it is a self-insured health and welfare plan.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the trust's outside certified public accountants. The form is reviewed internally by hitachi data systems accounting and human resources personnel and approved by the vp of finance/corporate controller.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust is not required to make the documents referenced in this question available to the general public. However, because the trust funds benefits under an erisa welfare benefit plan, the governing documents of the plan, including the trust, are available to plan participants upon request.”

Filing and Contact Details

Filer

Filer Name
Hitachi Data Systems Corporation Benefit
EIN
77-0275495
Phone
4083274074
Address
2535 AUGUSTINE DRIVE, SANTA CLARA, CA 95054

Signing Officer

Name
Lei Ker
Title
Sr Dir/asst Corp Controller
Phone
4083274074
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lei Ker
Formed
1989
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process of overseeing the audit and selecting an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan administrator to evaluate tax positions taken by the plan and recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0533142
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0197058
IRS990/AccountsReceivableGrp/BOYAmt0258932
IRS990/AccountsReceivableGrp/EOYAmt0297830
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN IS A SELF-INSURED HEALTH AND WELFARE PLAN ADOPTED BY THE BOARD OF DIRECTORS OF HITACHI DATA SYSTEMS CORPORATION EFFECTIVE MAY 1, 1989.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01411510
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEI KER SR DIRASST CORP CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum04083274074
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02535 AUGUSTINE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA CLARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095054
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01411510
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016256
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01582907
IRS990/CYRevenuesLessExpensesAmt0187653
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01411510
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01599163
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PROVISION OF SHORT TERM DISABILITY BENEFITS TO PARTICIPANTS; ELIGIBLE EMPLOYEES, WHO ELECT TO PARTICIPATE, RECEIVE A PARTIAL REPLACEMENT OF WAGES LOST AS A RESULT OF TEMPORARY INABILITY TO WORK DUE TO SICKNESS, INJURY OR PREGNANCY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORDY HENDERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP OF FINANCE, TAX & GLOBA
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01599163
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016256
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt016256
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE PLAN IS A SELF-INSURED HEALTH AND WELFARE PLAN ADOPTED BY THE BOARD OF DIRECTORS OF HITACHI DATA SYSTEMS CORPORATION EFFECTIVE MAY 1, 1989.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02596348
IRS990/NetAssetsOrFundBalancesEOYAmt02784001
IRS990/NetUnrelatedBusTxblIncmAmt015256
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0175030
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0461090
IRS990/OtherLiabilitiesGrp/EOYAmt072487
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LEI KER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01582907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01582907
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01796789
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt068917
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01527290
IRS990/PYRevenuesLessExpensesAmt0-200582
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01796789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01596207
IRS990/ReconcilationRevenueExpnssAmt0187653
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02596348
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02784001
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03331648
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02580686
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01411510
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0175030
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EMPLOYEE CONTRIBUTION RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt072487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO PLAN SPONSOR
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01599163
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0175030
IRS990ScheduleD/TotalExpensesPerForm990Amt01411510
IRS990ScheduleD/TotalLiabilityAmt072487
IRS990ScheduleD/TotalRevenuePerForm990Amt01599163
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01599163
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01411510
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO MEETINGS ARE HELD BY THE TRUST AS IT IS A SELF-INSURED HEALTH AND WELFARE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS ARE HELD BY THE TRUST AS IT IS A SELF-INSURED HEALTH AND WELFARE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE TRUST'S OUTSIDE CERTIFIED PUBLIC ACCOUNTANTS. THE FORM IS REVIEWED INTERNALLY BY HITACHI DATA SYSTEMS ACCOUNTING AND HUMAN RESOURCES PERSONNEL AND APPROVED BY THE VP OF FINANCE/CORPORATE CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN THIS QUESTION AVAILABLE TO THE GENERAL PUBLIC. HOWEVER, BECAUSE THE TRUST FUNDS BENEFITS UNDER AN ERISA WELFARE BENEFIT PLAN, THE GOVERNING DOCUMENTS OF THE PLAN, INCLUDING THE TRUST, ARE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS OF OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0843098448
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt06-6 MARUNOUCHI 1-CHOME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CountryCd0JA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ProvinceOrStateNm0CHIYODA-KU, TOKYO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0JA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INFORMATION & TELECOMMUNICATION SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1INFORMATION & TELECOMMUNICATION SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HITACHI VANTARA LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1HITACHI LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02535 AUGUSTINE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SANTA CLARA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095054
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03590580
IRS990/TotalAssetsEOYAmt03053546
IRS990/TotalAssetsGrp/BOYAmt03590580
IRS990/TotalAssetsGrp/EOYAmt03053546
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01411510
IRS990/TotalGrossUBIAmt016256
IRS990/TotalLiabilitiesBOYAmt0994232
IRS990/TotalLiabilitiesEOYAmt0269545
IRS990/TotalLiabilitiesGrp/BOYAmt0994232
IRS990/TotalLiabilitiesGrp/EOYAmt0269545
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02596348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02784001
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01582907
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01582907
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01599163
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016256
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03590580
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03053546
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02535 AUGUSTINE DRIVE
IRS990/USAddress/CityNm0SANTA CLARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095054
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEI KER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR DIR/ASST CORP CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum04083274074
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HITACHI DATA SYSTEMS CORPORATION BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HITA
ReturnHeader/Filer/EIN0770275495
ReturnHeader/Filer/PhoneNum04083274074
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 AUGUSTINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 CAPITOL MALL SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095814
ReturnHeader/PreparerPersonGrp/PhoneNum09164429100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA M CUMMINGS CPA
ReturnHeader/ReturnTs02021-11-12T09:04:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,053,546
Liabilities
$269,545
Net assets
$2,784,001
Revenue
$1,599,163
Expenses
$1,411,510
Net income
$187,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.57$3.66$1.33$1.12$0.21
2023Summary only. Only limited summary data is available for this year.$3.72$0.27$3.45$1.26$1.11$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.20$3.29$1.07$0.93$0.15
2021Summary only. Only limited summary data is available for this year.$3.33$0.18$3.15$1.22$0.86$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.27$2.78$1.60$1.41$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.99$2.60$1.60$1.80$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.28$2.80$1.31$1.35$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.12$2.83$1.11$0.54$0.57
2016Summary only. Only limited summary data is available for this year.$2.46$0.20$2.26$0.95$0.51$0.44
2015Detailed filing. Detailed filing data is available for this year.$2.30$0.48$1.82$0.87$0.63$0.25
2014Summary only. Only limited summary data is available for this year.$2.50$0.92$1.58$0.77$0.56$0.21
2013Summary only. Only limited summary data is available for this year.$1.73$0.03$1.70$0.75$0.11$0.65
2012Summary only. Only limited summary data is available for this year.$1.09$0.03$1.05$0.65$0.49$0.16
2011Summary only. Only limited summary data is available for this year.$1.01$0.12$0.89$0.57$0.59$0.02